Paulson Wealth Management Inc. 13F 持仓 · 2026年Q2
Paulson Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 146 只证券，申报市值合计 4.71 亿美元。前几大持仓：IWF（14.73%）、IWD（13.03%）、IWM（8.76%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $69.5M | 14.73% | 559,400 | 增持 |
| 2 | IWD | ISHARES TR | $61.5M | 13.03% | 253,476 | 减持 |
| 3 | IWM | ISHARES TR | $41.3M | 8.76% | 137,497 | 减持 |
| 4 | EFA | ISHARES TR | $36.6M | 7.77% | 352,626 | 减持 |
| 5 | AAPL | APPLE INC | $27.6M | 5.86% | 95,476 | 增持 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $19.4M | 4.11% | 244,887 | 增持 |
| 7 | IEI | ISHARES TR | $14.5M | 3.09% | 123,856 | 增持 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $13.6M | 2.88% | 18,155 | 减持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $13.5M | 2.86% | 189,259 | 增持 |
| 10 | IGSB | ISHARES TR | $13.2M | 2.80% | 252,024 | 新建仓 |
| 11 | CWB | SPDR SERIES TRUST | $10.7M | 2.28% | 99,629 | 减持 |
| 12 | MDY | STATE STR SPDR S&P MIDCAP 40 | $9.8M | 2.07% | 13,887 | 增持 |
| 13 | SPSM | SPDR SERIES TRUST | $9.0M | 1.91% | 156,527 | 增持 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $8.7M | 1.85% | 40,960 | 增持 |
| 15 | PFF | ISHARES TR | $6.0M | 1.27% | 196,400 | 增持 |
| 16 | INMU | BLACKROCK ETF TRUST II | $5.5M | 1.16% | 225,374 | 减持 |
| 17 | QQQ | INVESCO QQQ TR | $5.5M | 1.16% | 7,435 | 减持 |
| 18 | SCHX | SCHWAB STRATEGIC TR | $4.5M | 0.96% | 153,028 | 减持 |
| 19 | SHM | SPDR SERIES TRUST | $4.3M | 0.92% | 90,179 | 减持 |
| 20 | MINO | PIMCO ETF TR | $4.1M | 0.87% | 90,065 | 减持 |
| 21 | MUNI | PIMCO ETF TR | $3.4M | 0.72% | 64,164 | 减持 |
| 22 | IVV | ISHARES TR | $3.0M | 0.64% | 4,028 | 减持 |
| 23 | MINT | PIMCO ETF TR | $2.9M | 0.61% | 28,699 | 减持 |
| 24 | JPM | JPMORGAN CHASE & CO | $2.6M | 0.54% | 7,845 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $2.1M | 0.45% | 5,664 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR